Katie, a Client Services Associate, joined the firm in 2025 and is an exciting addition to our team. Katie is committed to delivering service that goes above and beyond client expectations and is available to assist with a range of administrative needs. Her duties include assisting in setting up new accounts and researching and resolving customer concerns.
She brings valuable industry experience, having worked at Fidelity as a High Net Worth Associate and Customer Service Advocate, where she obtained her Series 7 and 63 licenses. Katie also spent five years working in various roles at Disney.
She has lived in Jacksonville for two years with her dog, Rowan, and enjoys beach days, reading, and crafting.